FactSet AI-Ready Data

FactSet Events Tool - Comprehensive corporate calendar event data. **CRITICAL**: MAXIMUM 365-DAY SPAN between startDateTime and endDateTime (calculated to the second, not calendar days). The API enforces: (endDateTime - startDateTime) <= exactly 365 days (31,536,000 seconds). The difference between start and end dates must not exceed 365 days. Make sure startDateTime and endDateTime are always set to 00:00:00 (midnight) instead of 23:59:59 to stay within limit. For future earnings release use ProjectedEarningsRelease. Examples: - startDateTime='2024-01-01T00:00:00Z', endDateTime='2024-12-31T00:00:00Z' PASS (exactly 365 days) - startDateTime='2024-01-01T00:00:00Z', endDateTime='2024-12-31T23:59:59Z' FAIL (365 days + 23:59:59 - FAILS) - startDateTime='2024-01-01T00:00:00Z', endDateTime='2025-12-31T23:59:59Z' FAIL (730 days - FAILS) **WHEN TO USE THIS TOOL:** - Earnings calls, investor meetings, conference schedules, corporate actions - "When is [company]'s earnings call?", "Upcoming events for [company]", "[Company] event calendar" - "Earnings schedule for [companies]", "Investor meetings this week/month", "Recent event changes" **CRITICAL: For queries like "When was [company]'s last earnings call?", use this tool BEFORE web search.** **DATA COVERAGE & SCOPE:** - Global corporate event calendar from November 1st, 2022 onwards - Earnings calls, investor meetings, conferences, corporate actions - Historical and future events (up to 365 days ahead) - Real-time schedule updates and modifications **EVENT TYPES:** Earnings, ConfirmedEarningsRelease, ProjectedEarningsRelease, SalesRevenueCall, SalesRevenueRelease, GuidanceCall, AnalystsInvestorsMeeting, ShareholdersMeeting, Conference, SpecialSituation, Split, Dividend **UNIVERSE TYPES:** - Tickers (recommended): Individual symbols, e.g. ['AAPL-US', 'MSFT-US'] - Index: Market index constituents, e.g. ['SP50'] - Etf: ETF holdings, e.g. ['SPY-US'] - AllCompanies: All available companies (use sparingly); symbols must also be 'AllCompanies' **DATE HANDLING — Two mutually exclusive approaches:** Option A (DateTime range): - startDateTime + endDateTime required together (ISO 8601 UTC, max 365 days) - Minimum: 2022-11-01T00:00:00Z | Format: YYYY-MM-DDTHH:MM:SSZ - Example: start='2024-01-01T00:00:00Z', end='2024-12-31T00:00:00Z' Option B (lastModifiedWithin): - SixHours/TwelveHours/Today/TwoDays/OneWeek/OneMonth - Returns events modified in period + scheduled within 45 days **LIMITATIONS:** - 365-day max date range per request; historical data from November 2022 only; future events max 365 days ahead - Contact info and webcast links may not be available for all events

Perform advanced financial screening on company data across multiple content sets (Factset Fundamentals, Factset Global Prices, Factset Entity, FactSet Estimates). Recommended workflow: Fields → Distinct Count (if needed) → Search. Operations: 1. **Fields** - Get available fields. Start here to discover all available fields for screening. 2. **Distinct Count** - Get enumeration values for a field to understand valid filter values. Supports pagination via limit (default 20, max 500) and offset (default 0). Use after Fields to explore enum field values before building filters. Call Fields endpoint to see the complete list of distinct-count supported fields. 3. **Search** - Search records matching filter criteria across content sets with sorting and pagination. Supports pagination via limit (default 20, max 500) and offset (default 0). Call Fields endpoint first, then optionally Distinct Count for enum fields, before building your search query. ## Date Specifications Use ONE of these three approaches per criterion: **Single Date (Point-in-Time Snapshot)** - Use `date` field: - Absolute: '2025-05-28', '5/2025', '2016/3F' (fiscal quarter), '2016' (fiscal year) - Relative: '-1AY' (1 year ago), '-1M' (1 month ago), '0M' (latest month-end) - When: Current snapshot, specific period, historical lookback **Date Range with Aggregation** - Use `dateRange` field with period + operation: - Periods: daily, weekly, monthly, quarterly, semi-annual, year-to-date, yearly, last-twelve-months - Operations: AVG, MAX, MIN, SUM - Example: {startDate: '-12M', endDate: '0M', period: 'monthly', operation: 'AVG'} - When: Trends, averages, rolling metrics across time windows **Estimate Period** - Use `estimatePeriod` field (Factset Estimates only): - Annual: '1' (current year), '2' (next year), '2025' (specific fiscal year) - Quarterly: '1'-'5' depending on the estimate type - When: Forward-looking estimates, consensus forecasts **ContentSet & Date Compatibility:** - Factset Fundamentals: Use `date` (single) or `dateRange` (time-series) - Factset Estimates: Use `estimatePeriod` for forecasts OR `date` for historical snapshots - Factset Entity: Typically no date needed (non-temporal data) **Common Mistakes to Avoid:** - Do NOT use both `date` and `dateRange` on the same criterion - Do NOT use `estimatePeriod` with `dateRange` (mutually exclusive) - Use relative dates ('-1AY') for rolling/periodic queries without hardcoding dates - Use aggregation (period + operation) when comparing metrics across different time buckets

FactSet Debt Capital Structure Tool - Analyze debt structure, instruments, and liquidity for public companies. **WHEN TO USE:** This is the authoritative source for a company's debt figures. Prefer this tool over the general fundamentalstool for any question about short-term debt, long-term debt, gross/total debt, net debt, revolvers, term loans, bonds, secured/unsecured or seniority breakdowns, rate type (fixed/floating), or facility liquidity. **ROUTING BY QUERY TYPE:** - 'summary' (/details-summary): For SNAPSHOT of debt totals at a specific date → "debt totals on 2024-12-31", "Q2 2024 short-term vs long-term debt", "annual debt summary" → Requires: ids + start_date + periodicity (ANN or QTR only) - 'details' (/details): For INDIVIDUAL DEBT INSTRUMENTS with seniority, coupon, maturity over time → "list all bonds", "show instruments by seniority", "get instrument details with history" → Requires: ids + periodicity (ANN or QTR) + date (YYYY-MM-DD) - 'totals' (/dcs-totals): For SPECIFIC METRICS OVER TIME with flexible frequency → "total debt trend 2022-2024", "monthly net debt", "quarterly short-term debt" → Requires: ids + start_date + metrics + frequency (D/W/AM/AQ/AY). end_date optional. - 'liquidity' (/liquidity): For REVOLVER/CREDIT FACILITY DETAILS AND AVAILABILITY → "available revolver capacity", "borrowing base limits", "short-term liquidity" → Requires: ids + start_date + metrics + term (SHORT_TERM or LONG_TERM) **DATE HANDLING (applies to start_date for summary/liquidity and date for details):** These are POINT-IN-TIME as-of dates. Map the user's phrasing to the reporting-period END date - do NOT use January 1st or a range start for a snapshot: - "year-end 2025" / "FY2025" / "fiscal year 2025" / "annual 2025" / "entering 2026" → 2025-12-31, periodicity ANN - "Q1 2025" → 2025-03-31, "Q2 2025" / "mid-2025" / "H1 2025" → 2025-06-30, "Q3 2025" → 2025-09-30, "Q4 2025" → 2025-12-31 (with periodicity QTR) - "as of <date>" → that exact date - "right now" / "current" / "currently" / "latest" / "available today" → today's date For 'totals' (a time series), start_date is the RANGE START; for "over the last N years" use N years before today as start_date and today as end_date. **PERIODICITY:** ANN for annual / year-end / full-year requests; QTR only for a named quarter or explicit quarter-end. ONLY ANN or QTR are accepted (never LTM, SEMI, etc.). For sub-annual series (daily/weekly/monthly) use 'totals' with frequency. **LIQUIDITY METRICS (important):** Use the generic total_revolver_amount_avail_debt for revolver availability and set the `term` parameter (SHORT_TERM or LONG_TERM) to select the short-term vs long-term view. Do NOT swap in total_st_revolver_amount_avail_debt / total_lt_revolver_amount_avail_debt just because the user says "short-term" or "long-term" - keep the generic metric and change `term` instead. Add total_st_borrowing_base_debt when borrowing base is requested. **METRIC SELECTION (totals):** - For convertible debt amounts use total_convertible_debt (not total_convertible_flag_debt). - total_perpetual_flag_debt / total_non_recourse_flag_debt / total_defaulted_flag_debt are the only metrics for those categories (perpetual, non-recourse/asset-backed/project, defaulted). - Do NOT call FactSet_Metrics to look up metric codes for calling this tool; the codes above are standardized. **BATCHING:** When comparing multiple companies, pass all identifiers in a single call (e.g. ids=['BA-US','LMT-US']) rather than making one call per company. **CURRENCY / FX:** This tool does not take a currency parameter and always returns values in each company's native reporting currency. If the user asks for figures in another currency (e.g. euros, pounds), retrieve the values here and separately call FactSet_ForeignExchangeRates for the appropriate pair (e.g. ids=['USDEUR'], data_type=spots) over the same dates, then convert. Do not attempt currency conversion within this tool. **DATA AVAILABILITY:** Historical back to 2006. No interim/most-recent endpoint: for the latest data use 'details' or a snapshot with the most recent date available (today's date for "current" requests).

FactSet Entity Tool - Comprehensive entity reference and relationship data. **WHEN TO USE THIS TOOL:** - Entity identification and reference information (supports both public and private identifiers) - Ultimate parent and credit parent relationships - Corporate structure and subsidiary analysis - Related securities (equity and debt instruments) **ENTITY REFERENCE (/entity-references):** Use Case: Entity profiles with parent relationships and business details Returns: Company name, Ultimate Parent ID & name, Credit Parent ID, parent equity ID, entity type flags, website, incorporation details, country/risk info, business description, contact info, headquarters address, investor relations info Best For: Entity identification, parent company research, corporate structure analysis Example: "What is Apple's ultimate parent?" → data_type='entity_reference', ids=['AAPL-US']

Fetch analyst estimates, consensus, segments, guidance, ratings, and surprise data. **CRITICAL PIT RULE:** For historical estimates, startDate AND endDate are ALWAYS required. Omitting both returns only the most recent snapshot — NOT Point-in-Time data. **WHEN TO USE THIS TOOL:** - Analyst estimates, forecasts, or consensus data - Forward-looking metrics (EPS, revenue, EBITDA forecasts) - Analyst ratings and buy/hold/sell recommendations - Earnings surprise (actual vs estimate beat/miss) - Segment-level estimates (product/business lines, geographic regions) — consensus across analysts - Company guidance and projections **DATA COVERAGE:** 16,000+ companies, 90+ countries. History from 1999 (Europe 1997). Consensus window: 100 days. **CRITICAL:** Estimates metrics are NOT prefixed with FF_ (use SALES, EPS, PRICE_TGT). Fundamentals use FF_ prefix. Call the metrics endpoint first if unsure. **ENDPOINTS (select via estimate_type):** 1. 'consensus_fixed' — Forecasts for specific fiscal periods. Use fiscalPeriodStart/End (YYYY or YYYY/FQ). CRITICAL: Cannot mix with relativeFiscal params. 2. 'consensus_rolling' — Forecasts for relative periods (FY1, next year). Use relativeFiscalStart/End. CRITICAL: relativeFiscalEnd must be >= relativeFiscalStart. 3. 'surprise' — Actual vs estimate comparison. startDate+endDate REQUIRED. Returns surpriseAmount, surprisePercent, before/after values. 4. 'ratings' — CONSENSUS buy/hold/sell counts. For rating trends add startDate/endDate. No metrics. Returns buyCount, holdCount, sellCount. 5. 'segments' — CONSENSUS segment estimates by product/geography. DEFAULT for "segment revenue", "operating segments", "business line/region" queries. Returns all segments automatically. segmentType=BUS/GEO. Use relativeFiscalStart/End or fiscalPeriodStart/End. 6. 'guidance' — Company-provided forward guidance. Specify periodicity (ANN=fiscal year, QTR=quarterly). Returns guidanceMidpoint, guidanceLow, guidanceHigh. **SPECIAL CASE — PRICE_TGT:** Use consensus_rolling with relativeFiscalStart=0, relativeFiscalEnd=0. For single-date snapshot, set startDate=endDate. Do NOT use frequency with single-date snapshots. **DATE HANDLING:** - consensus_fixed/rolling, segments, guidance, ratings: startDate+endDate optional (omit for latest; provide both for PIT history) - surprise: startDate+endDate REQUIRED. For most recent, set both to today's date. - CRITICAL: Never provide only one of startDate/endDate. - Literal year/period (e.g. "2025", "Q4 2024", "FY2025") → use fiscalPeriodStart/End. - Relative phrasing ("next fiscal year", "next N years", "FY1", "FY2", "this quarter") → use relativeFiscalStart/End. - CRITICAL: If a call errors, RETRY with the same startDate/endDate/frequency — do NOT drop them. Dropping dates returns only the latest snapshot. **ID LIMITS:** Max 3,000 identifiers. Accepts: ticker (AAPL-US), CUSIP, SEDOL, ISIN, FactSet ID. **METRIC LIMITS:** Max 1 metric per request. NOT USED for ratings. **PERIODICITY vs FREQUENCY:** periodicity is the forecast horizon (which fiscal period analysts estimate); frequency is the sampling density of historical snapshots — it NEVER changes which period is estimated, only how often it is sampled. Example: periodicity=ANN + frequency=AM returns 12 monthly snapshots of the same FY estimate evolving. Use NTMA/LTMA (rolling 12M, no fixed year-end) for valuation multiples; use ANN/QTR for specific-period tracking.

FactSet Fundamentals Tool - Comprehensive financial statements data. **MANDATORY WORKFLOW:** 1. ALWAYS call FactSet_Metrics FIRST before calling FactSet_Fundamentals - no exceptions, even for common metrics 2. Copy the EXACT metric code string(s) returned by FactSet_Metrics into the metrics parameter - do not paraphrase, abbreviate, or infer codes 3. Only after receiving a valid FactSet_Metrics response may you call FactSet_Fundamentals 4. Never call FactSet_Fundamentals with metric codes that were not explicitly returned in the current conversation's FactSet_Metrics response **DO NOT USE THIS TOOL FOR:** - Earnings comparisons to estimates ("beat", "miss", "surprise", "vs estimates") - Analyst forecast comparisons - use FactSet Estimates API instead **PERIODICITY — SET THIS BEFORE EVERY CALL, NO EXCEPTIONS:** - **User specifies a periodicity or fiscal dates** → use exactly that value, no fallback needed. - **User does NOT specify a periodicity or fiscal dates (i.e., "latest" / current data)** → you MUST execute this fallback sequence in order: 1. Call with `periodicity='QTR'` — always start here, no exceptions 2. If QTR returns empty → retry with `periodicity='SEMI'` 3. If SEMI returns empty → retry with `periodicity='ANN'` Return the first non-empty response. Do NOT skip straight to ANN. DO NOT use `periodicity=null`. The schema accepts null but null silently defaults to ANN and will miss quarterly/semi-annual reporters — always supply an explicit value. **DATES - CRITICAL:** - For queries with "last X" or temporal keywords: MUST include BOTH fiscalPeriodStart and fiscalPeriodEnd - Calculate: start = today - X period, end = today (e.g., "last 4 quarters" = 2025-02-26 to 2026-02-26) - For specific year: BOTH dates required (e.g., 2024 = 2024-01-01 to 2024-12-31) - Latest/current data ONLY: Omit both date parameters - Format: YYYY-MM-DD ONLY; never use '2024' or '2024/1F' **PERIODICITY:** - Options: ANN, ANN_R, QTR, QTR_R, SEMI, SEMI_R, LTM, LTM_R, LTMSG, LTM_SEMI, LTM_SEMI_R, YTD **METRICS:** Use FF_* codes (validate via FactSet_Metrics first); max 1,600 per request **EXAMPLES:** - Revenue (last 4 quarters): ids=['AAPL-US'], metrics=['FF_SALES'], periodicity='QTR', fiscalPeriodStart='2025-02-26', fiscalPeriodEnd='2026-02-26' - Balance sheet: ids=['IBM-US'], metrics=['FF_ASSETS', 'FF_LIAB', 'FF_SH_EQ'], periodicity='ANN' - Pre-calculated ratios: Check FactSet_Metrics for FF_DEBT_EQ, FF_ROE, FF_CURR_RATIO, etc. first **PRE-CALCULATED RATIOS (CHECK FIRST):** FF_DEBT_EQ, FF_CURR_RATIO, FF_QUICK_RATIO, FF_ROE, FF_ROE_DILUTED, FF_ROA, FF_EBIT_OPER_ROA, FF_ASSET_TURN, FF_PE, FF_ENTRPR_VAL_EBITDA_OPER, FF_EBIT_OPER_MGN, FF_EBITDA_OPER_MGN, FF_CCE_END **AUDIT CARD:** Each data item includes audit.card.link with verification URL. Display as: **[value](link)** - Make each number a clickable audit link. **RETURNS:** JSON with requestId, fsymId, metric, fiscalPeriod, fiscalYear, value, audit.card.link **ERROR HANDLING:** Invalid params/dates/metrics → Detailed error message with guidance

FactSet Funds and ETF Tool - Comprehensive mutual funds and ETF data analysis. **WHEN TO USE THIS TOOL:** - Fund performance, returns, pricing (NAV) - Fund composition, holdings, and portfolio analysis - Fund costs, fees, expense ratios, and tax information - Fund flows, AUM, yields, distributions, and risk metrics - ETF scoring, analytics, geographic/sector/asset allocation PREFER this tool over FactSet_GlobalPrices for fund/ETF queries (SPY, QQQ, VOO, VTI, etc.). Geographic revenue: use data_type='portfolio_analytics' with analyticsType='GEOGRAPHIC_REVENUE'. **DATA COVERAGE:** US-listed and international mutual funds and ETFs (SPY, VOO, QQQ, VTI, etc.). **ENDPOINTS (select via data_type):** 1. 'summary' — Basic reference data, country domicile, share class info. 2. 'prices' — Fund NAV data. startDate REQUIRED, endDate optional. 3. 'returns' — Time-series NAV returns. startDate+endDate REQUIRED. 4. 'returns_range' — Period return. startDate+endDate REQUIRED. 5. 'returns_snapshot' — Pre-defined horizons (YTD/1Y/3Y/5Y). date REQUIRED. 6. 'aum' — Assets under management. Dates optional. 7. 'flows' — Net inflows/outflows. Dates optional. 8. 'distributions' — Dividend/distribution history. Dates optional. 9. 'yields' — SEC yield (gross and net). 10. 'costs_fees' — Expense ratios, management fees, load fees. 11. 'taxes_and_risks' — Tax exposure, regulatory compliance. 12. 'risk_analytics' — Credit/rate risk analytics. riskType: CREDIT_RISK or RATE_RISK. 13. 'segments_and_structure' — Fund structure and classification. 14. 'portfolio_statistics' — Portfolio metrics. 15. 'portfolio_analytics' — Asset/sector/geographic/market cap breakdown. 16. 'financials_key_items' — Financial key items. 17. 'trading' — Trading and liquidity characteristics. 18. 'scoring' — ETF scores, grades, analyst recommendations. **DATE HANDLING:** - prices: startDate REQUIRED, endDate optional - returns/returns_range: startDate+endDate BOTH REQUIRED - returns_snapshot: date REQUIRED (not startDate/endDate) - aum/flows/distributions: dates optional - All others: NO date params **FIELD CATEGORIES — PICK CORRECTLY:** **AUM Fields** (fund size in $): fundLevelAUM, shareClassAUMReported, shareClassAUMActual → endpoint='/aum' Example: "How much AUM does VOO have?" **Performance/Return Fields** (price % gain): yearToDate, oneYear, oneMonth, return → endpoint='/returns/snapshot' (or '/returns' for single-date) Example: "What was the YTD return for SPY?" **Yield Fields** (annual income %): sec30DayYieldNet, sec30DayYieldGross → endpoint='/yields' Example: "What's the current SEC yield for HYG?" — NOT /returns **ID LIMITS:** Max 10 per request. Accepts: ticker (SPY, VOO), ISIN, CUSIP, FactSet ID. International: append -GB, -CA, -DE, etc. (e.g., XIU-CA). **CRITICAL PERCENTAGE INTERPRETATION:** Percent values are decimal fractions (0.05 = 5%). Multiply by 100 before displaying. Affected: costs_fees (medianTrackingDifferencePercent, maxUpsideDeviationPercent, maxDownSideDeviationPercent), trading (averageSpreadPercent, marketHoursOverlapPercent).

Perform advanced financial screening on funds and ETFs. Recommended workflow: Fields → Distinct Count (if needed) → Search. Operations: 1. **Fields** (data_type='fields') - Get available fields for specified content sets. IMPORTANT: contentSets (array) is required. Example: ['Factset Funds']. 2. **Distinct Count** (data_type='distinct_count') - Get enumeration values for a field to understand valid filter values. REQUIRED: contentSet (singular string), fieldName. Supports pagination via limit/offset. Example: contentSet='Factset Funds', fieldName='assetClass'. Use this to discover enum field values before building filters. 3. **Search** (data_type='search') - Search records matching filter criteria across content sets with sorting and pagination. REQUIRED: contentSets (array). Example: ['Factset Funds']. Optional: filters, sort, limit (default 20, max 500), offset (default 0). NOTE: Search results return identifiers only (ticker_region, instrument_name, fsym_id, fsymId). Numeric field values (expenseRatio, shareClassAUMReported, etc.) are NOT returned. To retrieve metric values for matched funds, use fsym_id with a separate data fetch API. IMPORTANT parameter distinctions: - data_type='fields' → use contentSets (array) - data_type='distinct_count' → use contentSet (singular string) + fieldName - data_type='search' → use contentSets (array) Filter criteria (search operations): Each criterion MUST include a contentSet field matching the content set the field belongs to (e.g., 'Factset Funds'). Example filter structure: [ { "criteria": [ {"contentSet": "Factset Funds", "fieldName": "assetClass", "operator": "EQ", "values": ["Fixed Income"]}, {"contentSet": "Factset Funds", "fieldName": "shareClassAUMReported", "operator": "GT", "values": ["10000000000"]} ] } ] Operators: EQ, NE, CT, NOT_CT, IN, NOT_IN, LT, LTE, GT, GTE. All values must be strings, including numeric comparisons. IMPORTANT: Use the 'fields' endpoint first to discover each field's unit type (basis points, percent, string, ISO codes, etc.). For enum fields, use distinct_count to discover valid values before filtering.

FactSet GeoRev Tool - Comprehensive geographic revenue exposure analysis. **WHEN TO USE THIS TOOL:** - Geographic revenue, revenue by region/country, or geographic exposure - "Where does [company] make its revenue?" or "geographic breakdown" - Revenue exposure analysis by region or country - Geographic risk assessment (geopolitical, macroeconomic impacts) - Portfolio-level geographic exposure aggregation - Comparing revenue footprints vs. country of domicile - Questions about revenue in specific countries or regions Do NOT use for PRODUCT/BUSINESS segment data - use FactSet Fundamentals Segments instead. **DATA COVERAGE:** 49,000+ companies, ETFs, mutual funds globally (Russell 3000 + MSCI ACWI). U.S. from 2003, Non-U.S. from 2007. ~300 countries. Fiscal annual, updated daily. **ENDPOINTS (select via data_type):** 1. 'regions' — Revenue by Super-Regions/Regions/Areas (hierarchical). default: returns all SUPER_REGIONS. Max 15 regionIds. NOT USED: countryIds. 2. 'countries' — Country-level revenue (most granular). default: returns ALL countries. Max 300 countryIds. NOT USED: regionIds. **ROUTING GUIDE:** - General geographic revenue (no specific countries named) → data_type='regions', regionIds=['SUPER_REGIONS'] - Breakdown by each individual region → data_type='regions', regionIds=['REGIONS'] - Breakdown by area → data_type='regions', regionIds=['AREAS'] - Specific countries named → data_type='countries', countryIds=['CN', 'US', ...] - All countries (full footprint) → data_type='countries', countryIds=['ALL'] (pass explicitly) **REGION ID GROUPS:** SUPER_REGIONS (7 total), REGIONS (15), AREAS (31) **SUPER REGIONS:** R1=Africa & Middle East, R101=Americas, R170=Asia/Pacific, R274=Europe, R349=Non-Disclosed, R354=No Operations, R393=Non-Geographic **REGIONS:** R2=Africa, R68=Middle East, R102=Latin America, R164=North America, R171=Asia, R233=Oceania, R275=EU, R314=Non-EU **AREAS (examples):** R167=US & Canada, R172=Far East, R219=Indian Region, R234=AU & NZ, R276=Eastern EU, R286=Northern EU, R292=Southern EU, R298=Western EU **DATE HANDLING:** - startDate+endDate: OPTIONAL (defaults to latest fiscal period). YYYY-MM-DD. Future dates not accepted. - For multi-year queries: use ONE call with a date range + frequency='FY' rather than separate calls per year. **ID LIMITS:** Max 300 per request. Accepts: ticker (AAPL-US), CUSIP, SEDOL, ISIN, FactSet ID, Fund ID. **CONFIDENCE METRICS:** Confidence 0.5–1.0 (1.0=actual reported). Certainty Rank 1–80 (80=reported). Certainty Class A–E (A=highest). Revenue values are in MILLIONS of the specified currency.

FactSet Global Prices Tool - Comprehensive market pricing and corporate actions data. **WHEN TO USE THIS TOOL:** - Stock prices, OHLCV data, or market pricing - Returns, performance analysis ("how did X perform") - Dividends, stock splits, corporate actions - Shares outstanding, share counts, dilution analysis, or market capitalization - Global equities: 90+ countries, end-of-day data from 2006 Do NOT default to web search. **CRITICAL: INDEX IDENTIFIERS NOT SUPPORTED** — does NOT accept SP50, SP500, SPX, or any market index. Use individual security identifiers only. **ENDPOINTS (select via data_type):** 1. 'prices' — OHLCV data. startDate REQUIRED, endDate optional. Params: frequency, calendar, currency, adjust, fields. PRICE FIELD SEMANTICS: Each row's `date` is a specific trading day. All fields are values AS OF that exact date — NOT aggregates over a range. When frequency is non-daily (W, M, AM, AQ, CQ, etc.), the `date` returned is the last trading day of that period, and every price field reflects the closing snapshot on that specific day only. AVAILABLE FIELDS: price (close), priceOpen, priceHigh (day's high), priceLow (day's low), volume, turnover, tradeCount, vwap, currency. NOTE: priceHigh/priceLow are DAILY high/low only — there is no native 52-week or annual high/low field. To get 52-week or annual high/low, query priceHigh/priceLow over the target date range (last 52 calendar days, or Jan 1–Dec 31) and compute max(priceHigh)/min(priceLow) across the returned series. 2. 'returns' — Period-by-period returns. startDate+endDate REQUIRED. CRITICAL: Returns one value PER PERIOD (e.g., daily day-over-day changes). For a single total return over a range, ALWAYS use 'returns_range'. frequency: match interval to question — actual (D/AM/AQ/AY) for exact date ranges, calendar (M/CQ/CY) for standard periods. Use for Performance analysis, portfolio returns, benchmark comparison 3. 'corporate_actions' — Dividends, splits, spinoffs, rights. Dates optional. Use eventCategory to filter. 4. 'annualized_dividends' — Current IAD only. No date params. Max 50 IDs. 5. 'shares_outstanding' — ALWAYS use for share count history, shares outstanding, periodic shares counts, and dilution analysis. NOT for market cap — use 'market_value' instead. 6. 'market_value' — Current market cap in USD millions. No date/frequency/currency params. Max 50 IDs. CRITICAL: Use this (NOT shares_outstanding) for ANY market cap or company size question. 7. 'returns_range' — Total return over a specific date range. startDate+endDate REQUIRED. CRITICAL: Returns ONE value per security. ALWAYS use for a single value over a specified date range. Use 'returns' for period-over-period breakdowns. **DATE HANDLING — Always calculate date ranges from today.** - prices: startDate REQUIRED, endDate optional - returns: startDate+endDate BOTH REQUIRED; anchored periods → D/AM/AQ/AY; calendar periods → M/CQ/CY; YTD → startDate=Jan 1 of current year - returns_range: startDate+endDate BOTH REQUIRED - corporate_actions: both optional (omit for all events) - annualized_dividends, market_value: NO date params - shares_outstanding: both optional **ID LIMITS:** 500 for single-day prices; 50 for all other/multi-day requests. Accepts: AAPL-US, MSFT-US (ticker-region), CUSIP, SEDOL, ISIN, FactSet Permanent IDs. **RESPONSE FIELDS BY data_type:** - **prices**: `fsymId` (string | null): FactSet Regional Security ID; `date` (string | null): Trade date (YYYY-MM-DD); `currency` (string | null): Price currency ISO code; `price` (number | null): Closing price; `priceOpen` (number | null): Opening price; `priceHigh` (number | null): Daily high price; `priceLow` (number | null): Daily low price; `volume` (number | null): Shares traded; `turnover` (number | null): Total trade value for the day; `tradeCount` (number | null): Number of trades; `vwap` (number | null): Volume-weighted average price. - **returns**: `fsymId` (string | null): FactSet Regional Security ID; `date` (string | null): Return observation date (YYYY-MM-DD); `currency` (string | null): Return currency ISO code; `totalReturn` (number | null): Calculated total return for the period; `requestId` (string | null): Echoed request identifier. - **returns_range**: `fsymId` (string | null): FactSet Regional Security ID; `startDate` (string | null): Start date of the return range; `endDate` (string | null): End date of the return range; `totalReturn` (number | null): Total return over the full date range (one value per security); `currency` (string | null): Return currency ISO code; `requestId` (string | null): Echoed request identifier. - **corporate_actions**: `fsymId` (string | null): FactSet Regional Security ID; `effectiveDate` (string | null): Ex-date of the event; `eventTypeCode` (string | null): Character code denoting the event type; `eventTypeDesc` (string | null): Description of the event type; `eventId` (string | null): Unique event identifier; `announcementDate` (string | null): Date the event was publicly announced; `recordDate` (string | null): Record date of the event; `payDate` (string | null): Payment date of the event; `requestId` (string | null): Echoed request identifier; `currency` (string | null): [Dividends] Currency of the distribution amount; `amtDefNetGrossIndicator` (string | null): [Dividends] Whether default amount is gross or net (G/N); `amtDefTradingAdj` (number | null): [Dividends] Split-adjusted default amount in trading currency; `amtGrossTradingAdj` (number | null): [Dividends] Split-adjusted gross amount in trading currency; `amtNetTradingAdj` (number | null): [Dividends] Split-adjusted net amount in trading currency; `dividendStatus` (string | null): [Dividends] Active, Cancelled, Postponed, or Partial Information; `dividendFrequencyCode` (string | null): [Dividends] Dividend frequency code; `taxRate` (number | null): [Dividends] Domestic withholding tax rate for a resident individual; `adjFactor` (number | null): [Distribution/Split] Price adjustment factor for the event; `adjFactorCombined` (number | null): [Distribution/Split] Combined adjustment factor for all events that day; `distPct` (number | null): [Distribution/Split] Distribution percentage; `distOldTerm` (number | null): [Distribution/Split] Shares held component of distribution ratio; `distNewTerm` (number | null): [Distribution/Split] Shares received component of distribution ratio; `shortDesc` (string | null): [Distribution/Split] Textual description of the event. - **annualized_dividends**: `fsymId` (string | null): FactSet Regional Security ID; `annualizedDividend` (number | null): Annualized value of the latest reported dividend (excludes cancelled dividends); `currency` (string | null): Dividend currency ISO code; `requestId` (string | null): Echoed request identifier. - **shares_outstanding**: `fsymId` (string | null): FactSet Regional Security ID; `date` (string | null): Observation date (YYYY-MM-DD); `sharesOutstanding` (number | null): Split-adjusted shares outstanding; `requestId` (string | null): Echoed request identifier. - **market_value**: `fsymId` (string | null): FactSet Regional Security ID; `marketValue` (number | null): Current market cap in USD millions; `currency` (string | null): Always USD; `requestId` (string | null): Echoed request identifier.